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MSCI
MSCI

762 hedge funds and large institutions have $33.5B invested in MSCI in 2020 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 293 increasing their positions, 251 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 56

60% more funds holding in top 10

Funds holding in top 10: 10 → 16 (+6)

26% more capital invested

Capital invested by funds: $26.6B → $33.5B (+$6.88B)

19% more call options, than puts

Call options by funds: $148M | Put options by funds: $125M

17% more repeat investments, than reductions

Existing positions increased: 293 | Existing positions reduced: 251

12% more funds holding

Funds holding: 683 → 762 (+79)

0.72% more ownership

Funds ownership: 89.46% → 90.18% (+0.72%)

Holders
762
Holders Change
+79
Holders Change %
+11.57%
% of All Funds
13.48%
Holding in Top 10
16
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+60%
% of All Funds
0.28%
New
140
Increased
293
Reduced
251
Closed
56
Calls
$148M
Puts
$125M
Net Calls
+$23.2M
Net Calls Change
-$49.4M

Top Buyers

1
SGA
Sustainable Growth Advisers
Connecticut
+$190M
2
DZ Bank
DZ Bank
Germany
+$143M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$141M
4
CTA
Carillon Tower Advisers
Florida
+$132M
5
Swedbank
Swedbank
Sweden
+$120M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$430M
2
BlackRock
BlackRock
New York
-$150M
3
SM
SCGE Management
California
-$121M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$104M
5
JCM
Junto Capital Management
New York
-$88M
Name Holding Trade Value Shares
Change 		Change in
Stake
Millennium Management
176
Millennium Management
New York
$12.7M -$26.3M -66,952 -70%
VIM
177
Vancity Investment Management
British Columbia, Canada
$12.7M +$11.2M +28,420 New
Los Angeles Capital Management
178
Los Angeles Capital Management
California
$12.3M -$66.8M -170,168 -86%
PI
179
Putnam Investments
Massachusetts
$12.3M -$14.9K -38 -0.1%
AAF
180
Andra AP-fonden
Sweden
$12.3M +$2.12M +5,400 +24%
Janney Montgomery Scott
181
Janney Montgomery Scott
Pennsylvania
$12.1M +$334K +852 +3%
Aviva
182
Aviva
United Kingdom
$12.1M +$301K +768 +3%
FAF
183
Fjarde Ap-fonden
Sweden
$11.5M -$745K -1,900 -7%
BRC
184
Bishop Rock Capital
New York
$11.5M -$2.37M -6,052 -19%
Credit Agricole
185
Credit Agricole
France
$11.4M -$4.51M -11,495 -31%
AIA
186
AGF Investments America
Ontario, Canada
$11.4M +$1.63M +4,158 +20%
IC
187
Inverness Counsel
New York
$11.2M -$891K -2,271 -8%
ASRS
188
Arizona State Retirement System
Arizona
$11.1M -$379K -967 -4%
TEC
189
Tiger Eye Capital
Tennessee
$10.7M +$9.11M +23,209 +2,796%
FAF
190
Första AP-fonden
Sweden
$10.7M +$1.02M +2,600 +12%
Zurich Cantonal Bank
191
Zurich Cantonal Bank
Switzerland
$10.7M -$1.02M -2,596 -10%
DBG
192
De Burlo Group
Massachusetts
$10.6M +$4M +10,200 +76%
TC
193
TownSquare Capital
Utah
$10.5M +$1.28M +3,259 +16%
SOADOR
194
State of Alaska Department of Revenue
Alaska
$10.5M -$190K -483 -2%
Mirae Asset Global Investments
195
Mirae Asset Global Investments
South Korea
$10.4M -$444K -1,131 -5%
HFS
196
Hantz Financial Services
Michigan
$10.3M +$279K +711 +3%
LPL Financial
197
LPL Financial
California
$10.3M +$1.13M +2,877 +14%
TPM
198
Triasima Portfolio Management
Quebec, Canada
$10.2M +$8.96M +22,840 New
Nomura Asset Management
199
Nomura Asset Management
Japan
$10.2M +$1.14M +2,903 +15%
OAM
200
Oppenheimer Asset Management
New York
$10.1M +$465K +1,184 +6%
6 7
8
9 10

MSCI Hedge Fund Activity: Q4 2020 in Review

762 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in MSCI (MSCI) for Q4 2020, worth a combined $33.5B — up 26% from $26.6B a quarter earlier.

Buyers outnumbered sellers: 140 funds opened new MSCI positions and 56 closed out — a net gain of 84 holders — while 293 added to existing stakes and 251 trimmed.

The largest buyer was Sustainable Growth Advisers, opening a new position worth an estimated $190M. The largest seller was T. Rowe Price Associates, cutting an estimated $430M.

  • 762 institutional investors held MSCI (MSCI) as of Q4 2020, up from 683 in Q3 2020.
  • Funds reported $33.5B of MSCI stock for Q4 2020, up 26% quarter-over-quarter.
  • 140 funds opened new MSCI positions in Q4 2020 and 56 closed out, a net change of +84 holders.
  • The largest MSCI buyer in Q4 2020 was Sustainable Growth Advisers, an estimated $190M added.
  • The largest MSCI seller in Q4 2020 was T. Rowe Price Associates, an estimated $430M sold.

Based on aggregated 13F filings for Q4 2020.